Helder Beheerd Archieven

Helder Beheerd

‘Voor de adviseur is nazorg – en daarmee klantbeheer – echt al een vanzelfsprekendheid geworden. Niet alleen door wettelijke richtlijnen, maar ook vanuit plichtsbesef en commercieel aspect’, schrijft Dirk van Haarlem…

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Opleiding ‘Actief klantbeheer voor jouw adviespraktijk’

Financieel opleider Dukers & Baelemans en Helder Beheerd zijn een samenwerking gestart en lanceren een nieuwe praktijkgerichte opleiding voor advieskantoren die aan de slag willen met actief klantbeheer. Volgens beide partijen…

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Lindenhaeghe lanceert opleiding Client Officer

Opleider Lindenhaeghe richt zich met de nieuwe opleiding Client Officer rechtstreeks op de binnendienstmedewerker van het advieskantoor. “Voor hen wordt écht klantcontact steeds belangrijker. In deze 1-daagse opleiding leren ze hoe…

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Leergang Actief Klantbeheer voor adviseurs

Het onderwerp actief klantbeheer staat op veel to-do-lijsten rood omcirkeld. De grote vraag daarbij is echter: ‘Hoe dan?’ Helder Beheerd komt met het antwoord: de Leergang Actief Klantbeheer. Adfiz heeft haar…

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